We pride ourselves on having a well-rounded and hard-working team dedicated to the success of our clients, the firm, and each other.
Our internal vetting process allows us to employ the right individuals to ensure you always have access to an experienced and knowledgeable staff.
We firmly believe that “as our clients grow and prosper, so do we.”

Accounting + Audit + Advisory Team

Alex Bradbury
Audit Senior

Cannon Hodges
Staff Accountant

Cindy Miller
CAS Admin

Cristina Guel
Staff Accountant

DeVetta Perkins
Staff Accountant

Elizabeth Anderson
Accounting Associate I

Emily Eldridge
Accounting Associate II

Jesus Rafael
Accounting Associate I

Julie Bangert
Senior Consultant

Lee Mathew
Audit Associate

Lindsey Saville
Accounting Manager

Melissa Murray
Accounting Specialist

Paola Pereira

Ravena Beamon
Senior Payroll Tax Accountant

Russ Thompson
Audit Senior

Muntazir Kar

Sandra Michout
Accounting Specialist

Administrative Team

Donna Watermiller
Executive Assistant

Jennifer Escobar
Admin Assistant

Miriam Jeev-Solomon
Operations Assistant

Monique Ross
Operations Supervisor

Leadership Team

Harvey Cox, CPA
Partner – Tax

Karen Meredith, CPA, CFP
Managing Partner

Kathy Phillips
Operations Manager

Kathy Tamura
Chief Financial Officer

Lisa Lott, CPA, CIE, CFE
Partner – Audit

Matt Meredith
Partner – Operations & Marketing


Marketing + IT Team

Josh Flores
IT Technician

Kristin Poston
Director of People & Culture

Melissa Lomeli
Director of Marketing

Sarah Barnett
Client Advocate

Tax Team

Ayesha Siddiqui
Senior Associate

Chris Dean
Tax Accountant

Elizabeth Nguyen, CPA
Tax Manager

Janet Gravenor, CPA
Senior Tax Manager

Jared Weidner, CPA

John Henderson, CPA
Tax Senior II

Min-Jee Choi
Tax Accountant

Pooja Patel
Senior Tax Specialist

Queenstar Barfi
Staff Accountant

Sagar Patel
Tax Specialist

Spencer Thomas, CPA
Tax Manager

Susanna Thomas
Senior Tax Accountant


Yandra Llovet
Tax Manager